Following Rosenberg,
Jim Bianco posited that the market was falling because Romney
was growing in his chances of winning, and that therefore a more
hawkish Fed chief was probably on the way.

This topic also came up in Ritholtz's Q&A, and it came up in
conversations with people who were just there in attendance.

Following
Bianco, technical analyst Michael Belkin called for the
market to turn over right now, noting that the only bull markets
that have gone on longer than this one were ones artificially
juiced by the Federal Reserve.

We'll pass for now on whether this is actually the case, but it
should be noted how frequently this topic came up.